HomeMy WebLinkAbout03-16-09PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Estate of Edna Sweet Chase File Number ~/ " t~~~ / - (./~~
also known as Edna S. Chase
Edna Sweet Chase a/k/a Edna S Chase ,Deceased Social Security Number 179-20-0825
l~borah McHuah Petitioner
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE A' OR 'B' BELOW.)
^X A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the SUCCeSSOr EXECUtrIX named in the
last Will of [he D_ec_edent dated 12/20/1996 and codicil(s) dated
~_J.~~.. ,, _ •. _.
(State relevant circumsmrcces, e.g., renunciation death ojexeeu[or, ete.J
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the instrument(s) offered
for probate, was not [he victim of a killing and was never adjudicated an incapacitated person:
B. Grant of Letters of Administration
(Ijapplicable, enter a ta.; d. b.n.e t. a.; penden[e lice; durance absentia; durance minarimteJ
Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs:(Ij
Administration, c. t. a. or d. b. n. c. t. a., enter date ofWifl in Section A above and complete fist ojheirs.)
county, state, ztp
Decedent, [hen 81 years of age, died on 2/15/2009 at The Gardens Bridges at Bent Creek
2100 Bent Creek Boulevard Mechanicsbur PA 17050
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $ 18 000 00
(If not domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA) Personal property in County $
Value of real estate in Pennsylvania $_ 30 000 00
242 East Union Boulevard, Bethlehem, PA
situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of Letters in [he appropriate form to
the undersigned:
_ _..__ -_.. _....-.~ ~,,.,~.~,,.~ ~,..ua.n uuumm~m JneerJ rf neCCSSary. Q )
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his /her last principal residence at
2100 Bent Creek Rnulevarri nse..t,~..~,.~ti,,.,, r, ,, ..~., ,... _
6orm 2W-oz rev. lo.l3.0( Pagel oft
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
administer the estate according to law.
Sworn to or affirmed and subscribed
. _ //_ ~
SS
Signature ajPersanal Represerctative
File Number: t~~~n2(.CJ~- QO? ~S
n
Estate of Edna Sweet Chase ,Deceased
0
Social Secur`i-tyy~/N/ufmber: 179-20-0825 /, Date of Death: 2/15/2009
AND NOW, _. ~ /~~t~ cY , in consideration of the foregoing Petition, satisfactory proof
having been presented before me, IT IS DECREED that Letters Testamentary
are hereby granted to Deborah McHugh
in the above estate
and that the instrument(s) dated 12/20/1996
described in the Petition be admitted to probate and filed of records the last Wi)'I (and Codicj,l(.~) of Decedent. /'
FEES ~(,C/Cl~l l
Letters ............. .. .. $ 90 00 Register of Wills
Short Certificate(s) ~.~°.~17.`.. $ 24 00
Attorney Signature: `~X'/T/T~Ie~L,-, e /,~~~o~.l
Renunciation(s) ................ $ 5 00 ~ /
Will ,, $ 15 00 Attorney Name: Jaccueline A Kellv
JCP fee $ 10 00
automation fee Supreme Court I.D. No.: 91973
$ 5 00
$ Address: 845 Sir Thomas Court Suite 12
$ Harrisburg
"" $ PA
17109
.... $
$ Telephone: 717-541-5550
TOTAL ............................. $ 149 00
l Iw G(.r_ ww-,.,1~ -fa f~rv~ey
Form RW-01 rev. 10./3.06 Pag2 2 Of 2
The Petitioner(s) above-named swear(s) or affirm(s) [hat the statements in the foregoing Petition are true and correct to the best of
the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(sl will well and rn~l~
-
bq ~S
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: It is illegal to duplicate this copy by photostat or photograph.
~ Fce for this certilicaic ,16.00
P 15_2163
Certification Number
'fhiv is to certify that the ini urmatiort here given is
correctly copied fi~om an original Certificate of Dcalh
duly filed with me ^,v Locul Registrar. The original
certificate will be limvarded to the State Vital
Records Office lilt pernwnent filing.
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Local Registrar Dale Issued
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EDNA 8. CHABE n ~
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-.,-_a~ a
Introductory Clause. I, Edna S. Chase, a residen~~f.~nd ~~' '~
domiciled in the County of Pinellas and State of Florida, d~hereby~
make, publish and declare this to be my Last Will and ~estam@14t,! ;-
hereby revoking all Wills and Codicils at any time her®~a~v,~e ode -7
by me. zi ~' _ r;
~~ ~" W , ,
I am married to Rodney H. Chase. ~ -,-`~'
I have three living children: Cynthia Horan, born May 14,
1949; Deborah McHugh, born December 5, 1951; and Victoria Sweet,
born April 16, 1954.
ARTICLE I.
General Beauest of Personal and Household Effects With a
Mandatory Memorandum. I give and bequeath all my personal and
household effects of every kind including but not limited to
furniture, appliances, furnishings, pictures, silverware, china,
glass, books, jewelry, wearing apparel, boats, automobiles, and
other vehicles, and all policies of fire, burglary, property
damage, and other insurance on or in connection with the use of
this property, as follows:
A. I may leave written memoranda disposing of certain items
of my tangible personal property. Any such item of tangible
personal property shall pass according to the terms of such
memoranda in existence at the time of my death. If no such written
memoranda is found or identified by my Personal Representative
within ninety (90) days after my Personal Representative's
qualification, it shall be conclusively presumed that there is no
such memoranda and any subsequently discovered memoranda shall be
ineffective. Any property given and devised to a beneficiary who
is not living at the time of my death and for whom no effective
alternate provision has been made shall pass according to the
provisions of the following paragraph, and not pursuant to any
anti-lapse statute.
B
memoranda
property,
effects of
survive m
bequeath
mod.. ~ C~~~z~
PECAREK & HERMAN, CHARTERED LARGD, FLDRIDA (873) 584-8161
In default of such memoranda, or to the extent such
do not completely or effectively dispose of such
I give and bequeath the rest of my personal and household
every kind to my husband, Rodney H. Chase, if he shall
e. If my husband shall not survive me, I give and
all this property to my children surviving me, in
Pape 1
approximately equal shares; provided, however, the issue of a
deceased child surviving me shall take per stirpes the share their
parent would have taken had he or she survived me. If any
beneficiary hereunder is a minor, my Personal Representative may
distribute such minor's share to such minor or for such minor's use
to any person with whom such minor is residing or who has the care
or control of such minor without further responsibility and the
receipt of the person to whom it is distributed shall be a complete
discharge of my Personal Representative. The cost of packing and
shipping such property shall be charged against my estate as an
expense of administration.
ARTICLE II.
Devise of Real Property. If at the time of my death I own an
interest in real property commonly known as 242 East Union
Boulevard, Bethlehem, Pennsylvania, I give all of my interest in
said real property to my daughter, Victoria Sweet. if my said
daughter shall predecease me, this devise shall lapse and said
property shall pass as part of the residue of my estate under
Article IIi.
Pour-Over Gift to Trustee of Testatrix's Inter Vivos Trust.
I give, devise and bequeath all the rest, residue and remainder of
my property of every kind and description (including lapsed
legacies and devises), wherever situate and whether acquired before
or after the execution of this Will, to the successor Trustee under
that certain Trust Agreement between me as Settlor and me as
Trustee executed prior to the execution of this Will on
J7EL:~MBE~- a-fl 1996. My Trustee shall add the property
bequeathed and devised by this Article to the principal of the
above Trust and shall hold, administer and distribute the property
in accordance with the provisions of the Trust Agreement, including
any amendments thereto made before my death.
ARTICLE IV.
succession rersonal xepresentative's Fees and Other Matters. The
provisions for naming the Personal Representative, Personal
Representative succession, Personal Representative's fees and other
matters are set forth below:
A. Namino an Individual Personal Representative. I hereby
nominate, constitute, and appoint as Personal Representative of
this my Last Will and Testament my husband, Rodney H. Chase, and
direct that he shall serve without bond.
B. Namino Individual Successor or Substitute Personal
Representative. If my individual Personal Representative should
PELAREK 8 XERMIIN, CHARTERED LARCH, FLORIDA (813) 584-8161 Pe9e 2
fail to qualify as Personal Representative hereunder, or for any
reason should cease to act in such capacity, the successor or
substitute Personal Representative who shall also serve without
bond shall be the next person willing to serve from the list below
in the order named:
Deborah McHugh
Cynthia Horan
Victoria Sweet
C. Fee Schedule for Individual Personal Representative. For
its services as Personal Representative, the individual Personal
Representative shall receive reasonable compensation for the
services rendered and reimbursement for reasonable expenses.
Definition of Personal Representative. Whenever the word
"Personal Representative" or any modifying or substituted pronoun
therefor is used in this my Will, such words and respective
pronouns shall include both the singular and the plural, the
masculine, feminine and neuter gender thereof, and shall apply
equally to the Personal Representative named herein and to any
successor or substitute Personal Representative acting hereunder,
and such successor or substitute Personal Representative shall
possess all the rights, powers and duties, authority and
responsibility conferred upon the Personal Representative
originally named herein.
ARTICLE VI.
Powers for Personal Representative. By way of illustration
and not of limitation and in addition to any inherent, implied or
statutory powers granted to Personal Representatives generally, my
Personal Representative is specifically authorized and empowered
with respect to any property, real or personal, at any time held
under any provision of this my Will: to allot, allocate between
principal and income, assign, borrow, buy, care for, collect,
compromise claims, contract with respect to, continue any business
of mine, convey, convert, deal with, dispose of, enter into,
exchange, hold, improve, incorporate any business of mine, invest,
lease, manage, mortgage, grant and exercise options with respect
to, take possession of, pledge, receive, release, repair, sell, sue
for, to make distributions or divisions in cash or in kind or
partly in each without regard to the income tax basis of such
asset, and in general, to exercise all the powers in the management
of my Estate which any individual could exercise in the management
of similar property owned in his or her own right, upon such terms
and conditions as to my Personal Representative may seem best, and
to execute and deliver any and all instruments and to do all acts
which my Personal Representative may deem proper or necessary to
carry out the purposes of this my Will, without being limited in
PECAREK 8 HERMAN, CHARTERED LARGO, FLORIDA (873) 584-8161 Page 3
any way by the specific grants of power made, and without the
necessity of a court order.
Discretion Granted to Personal Representative in Reference to
Tax Matters. My Personal Representative as the fiduciary of my
estate shall have the discretion, but shall not be required when
allocating receipts of my estate between income and principal, to
make adjustments in the rights of any beneficiaries, or among the
principal and income accounts to compensate for the consequences of
any tax decision or election, or of any investment or
administrative decision, that my Personal Representative believes
has had the effect, directly or indirectly, of preferring one
beneficiary or group of beneficiaries over others; provided,
however, my Personal Representative shall not exercise its
discretion in a manner which would cause the loss or reduction of
the marital deduction as may be herein provided. in determining
the state or federal estate and income tax liabilities of my
estate, my Personal Representative shall have discretion to select
the valuation date and to determine whether any or all of the
allowable administration expenses in my estate shall be used as
state or federal estate tax deductions or as state or federal
income tax deductions and shall have the discretion to file a joint
income tax return with my husband.
Testimonium Clause. IN WITNESS WHEREOF, I have hereunto set
my hand and affixed my seal this a?~ day of ~~~/n~-/~ ,
1996. ~-
~'_~~ ~C'/rz,~.i (SEAL)
Edna S. Chase
Attestation Clause. The foregoing Will was this .Z 17 day of
~ECEMB~"~- 1996, signed, sealed, published and declared by
the Testatrix as and for her Last Will and Testament in our presence,
and we, at her request and in her presence, and in the presence of
each other, have hereunto subscribed our names as witnesses on the
above date.
L ~''/
.~
of ~ ~ Q ,~~~ ~~'~~~(~ Florida
of / ~~{ ~ -,-~ " Florida
PECAREK 8 HERMAN, CHARTERED LARCH, FLDRIDA (873) 564-8767 Page 4
PROOF OF WILL
State of Florida
County of Pinellas
Self-Proving Affidavit
We, Edna S. Chase, and ~-IICYS'~HA and
the Testatrix and the witnesses,
res ly, ose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testatrix signed and executed the
instrument as her Last Will and that she had signed willingly (or
willingly directed another to sign for her), and that she executed
it as her free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and
hearing of the Testatrix, and in the presence of each other, signed
the Will as witness and to the best of our knowledge the Testatrix
was at that time eighteen years of age or older, of sound mind, and
under no constraint or undue influence.
Subscribed, sworn to, and acknowledged before me by Edna S.
Chase, the Testatrix, who produced her Florida Driver License as
identification, and subscribed and sworn to before me
~IJGY SAHR a:
witnesses, who are personally kI
~E7;E/YIIg~IZ- r 1996.
- C AL NOTARY SEAL
)OHN H PECAREK
h'l7TARY PUBLIC STATE OF FLORIDA
COiMU1SS10N NO. CC291924
r ~1d 4'Y'.ilM MISSION EXP. ULY 15,1997
by
Edna S. Chase
M1J
t.]
~~ G]
RENUNCIATION ,~ ~ J , , ,
~, ~,
REGISTER OF WILLS
-> -o _
CUMBERLAND COUNTY, PENNSYLVANIA ,r' r' ~°'
~', c.a ; i
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Estate of Edna Sweet Chase a/k/a Edna S Chase ,Deceased
I, Rodnev H. Chase , in my capacity/relationship as
(Pnn( Name)
Executor of the above Decedent, hereby renounce the right to
administer the Estate of the Decedent and respectfully request that Letters be issued to
Deborah McHugh
~'Y/a~~i ~0 ~(~U~
(Dare) ~~ f
Executed in Register's Office
Sworn to or affirmed and subscribed
befot'e the this day
of
Deputy for Register of Wills
Form XW-0(i rev. !0.!3.06
(S'ignat¢tre)
200 Lake Avenue. N E Aot 525
(Scree! Address)
Largo FL 33771
(City, state. ZiPI
Executed out of Register's Office
Before the undersigned personally appeared the
party axecuiing tltis renunciation and certified
that he or she executed the renunciation for the
purposes stated within on this ~O day
of MQn^-L; .7 0 0 .
0~~~~r,,~.,lrlC /I
Notary Public=~` ~ /~ f~
My Commission Expires: </ / D/'~
(Signature and .Seal of Notary- or other official qualified to
administer oaths. Show date of expiration of Notary's Commission.)
"' •• Linda J. Smith
`b rAMMISSION#DD776746
o;'•.~e`c EXPIRES: APR. O7, 2012
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